Exit and succession readiness
Quality-of-earnings preparation and value-building work 12 to 36 months before a sale or a family handoff.
Project fee, quoted up front
What’s included
- Pre-sale quality-of-earnings review
- Add-back and normalization schedule
- Value-driver plan: margins, recurring revenue, owner dependence
- Coordination with your attorney, broker and tax advisor
A good fit if…
Owners who expect to sell, bring in a partner or pass the business on within three years.
Talk about exit and succession readiness